Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLWORTH FINANCIAL LP | COM NEW | 1551 | $525,973 | 11,424 | 0.00 | 0.00 | 342 | 3.09 | 06-30-2023 |
NEWEDGE WEALTH LLC | COM NEW | 1552 | $701,792 | 11,404 | 0.00 | 0.00 | 3,940 | 52.79 | 03-31-2024 |
CREATIVEONE WEALTH LLC | COM NEW | 1553 | $719,000 | 11,385 | 0.03 | 0.02 | 6,262 | 122.23 | 03-31-2024 |
SOL CAPITAL MANAGEMENT CO | COM | 1554 | $719,000 | 11,375 | 0.09 | 0.09 | -2,090 | -15.52 | 03-31-2024 |